Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,127 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
34,787
shares
|
$4.95 Million
0.09% of portfolio
|
Q3 2025
Reduced 13.76%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 21, 2025 Q3 2025 |
34,757
shares
|
$4.95 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 09, 2025 Q3 2025 |
34,753
shares
|
$4.95 Million
1.46% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
34,641
shares
|
$4.93 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
34,261
shares
|
$4.88 Million
0.96% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
34,226
shares
|
$4.87 Million
0.08% of portfolio
|
Q3 2022
Reduced 10.9%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
33,988
shares
|
$4.84 Million
0.08% of portfolio
|
Q3 2025
Added 10.66%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
33,954
shares
|
$4.83 Million
0.03% of portfolio
|
Q2 2023
Reduced 63.67%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
33,939
shares
|
$4.83 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
33,845
shares
|
$4.82 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Opus Investment Management Inc
|
Nov 10, 2025 Q3 2025 |
33,800
shares
|
$4.81 Million
2.88% of portfolio
|
Q4 2023
Reduced 26.84%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 13, 2025 Q3 2025 |
33,734
shares
|
$4.8 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Martin Capital Partners, LLC
|
Oct 03, 2025 Q3 2025 |
33,727
shares
|
$4.8 Million
1.78% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
33,565
shares
|
$4.78 Million
0.36% of portfolio
|
Q3 2025
Added 53.31%
|
|
|
Meyer Handelman CO
|
Oct 16, 2025 Q3 2025 |
33,272
shares
|
$4.74 Million
0.15% of portfolio
|
Q3 2025
Reduced 11.8%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
33,068
shares
|
$4.71 Million
0.1% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
33,029
shares
|
$4.7 Million
0.03% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
32,847
shares
|
$4.67 Million
0.12% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
32,804
shares
|
$4.67 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
32,775
shares
|
$4.66 Million
0.67% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
32,736
shares
|
$4.66 Million
0.07% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 23, 2025 Q3 2025 |
32,517
shares
|
$4.63 Million
1.12% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
32,367
shares
|
$4.61 Million
0.06% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
32,286
shares
|
$4.59 Million
0.2% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
32,220
shares
|
$4.59 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.53%
|
|